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MOATS News & Analysis

Stock showdown: Does Sigma Healthcare deserve a similar market value to Woolies?
Stocks
Stock showdown: Does Sigma Healthcare deserve a similar market value to Woolies?
Sigma’s merger with Chemist Warehouse has brought one of Australia’s best retail businesses to the public.
Joseph Taylor | 30 June 2025
Bookworm: An essential quality of conservative investments from Phil Fisher
Personal Finance
Bookworm: An essential quality of conservative investments from Phil Fisher
Phil Fisher forged a stellar record and is cited by Warren Buffett as a key influence. He liked companies to have this quality.
Joseph Taylor | 30 June 2025
How to understand potential investments at a deeper level
Stocks
How to understand potential investments at a deeper level
Asking these simple questions can reveal valuable things about a company’s quality and economics.
Joseph Taylor | 27 June 2025
Ask the analyst: Why does Telstra have a moat and TPG doesn’t?
Stocks
Ask the analyst: Why does Telstra have a moat and TPG doesn’t?
Being part of an oligopoly isn’t always enough to be awarded a moat by our analysts.
Joseph Taylor | 20 June 2025
Bookworm: How to avoid falling for a mistaken moat
Personal Finance
Bookworm: How to avoid falling for a mistaken moat
One of the most popular investing books ever taught us to investigate hot products as potential investments. Another preaches caution while doing so.
Joseph Taylor | 02 June 2025
Bookworm: This ASX name meets many of Terry Smith’s criteria
Personal Finance
Bookworm: This ASX name meets many of Terry Smith’s criteria
Terry Smith is perhaps Britain’s best-known investor. How does he define a quality business?
Joseph Taylor | 07 April 2025
InvoCare poised for post-covid rebound
Stocks
InvoCare poised for post-covid rebound
The wide-moat funeral home operator is trading at depressed levels, but its competitive edge is intact, says Morningstar.\n 
Lex Hall | 01 June 2021
6 stocks that let you sleep at night
Stocks
6 stocks that let you sleep at night
These wide-moat, low-uncertainty names are reliable, writes Susan Dziubinski.
Susan Dziubinski | 10 May 2021
How the banks dodged a covid catastrophe
Stocks
How the banks dodged a covid catastrophe
Loan deferrals, high savings rates, and government stimulus helped the wide-moat lenders avoid the worst and stage a stunning rebound.
Lex Hall | 07 May 2021
10 stocks too hot to handle
Stocks
10 stocks too hot to handle
These names have shone but as bubble warnings grow louder their frothy valuations and lack of competitive advantage may concern. 
Lex Hall | 11 January 2021